Peter Shi, Finance Expert in California City, CA, United States
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Peter Shi

Verified Expert  in Finance

Management Consulting Expert

Location
California City, CA, United States
Toptal Member Since
September 16, 2020

Peter is a finance expert who's helped both small and large businesses solve tough, unconventional financial and operational problems. The challenges that he's solved range from uncovering financial fraud to raising capital to analyzing financials and underwriting investments. If you have a tough problem that no one else can solve, give Peter a call.

Career Highlights

President
Self-employed
Vice President
Oaktree Capital Management

Certification Highlights

Work Experience

President

2020 - PRESENT
Self-employed
  • Helped a hospitality startup with financial planning, modeling, strategy, and securing $11 million in debt financing through unconventional structuring and negotiations.
  • Built a holistic platform for financial advisors tracking investors, holdings, and portfolios, allowing them to review existing portfolios against target allocations/benchmarks and analyze current market opportunities and market to new investors.
  • Conducted competitor and market research to develop an innovative pricing strategy for a community marketplace app startup that enabled them to attract and retain sellers while maintaining profitability successfully.
Focus areas: Company Research, Industry Analysis, Accounting, Forensic Accounting, Financial Modeling, Consulting, Due Diligence, Valuation, Value Investing

Vice President

2012 - 2019
Oaktree Capital Management
  • Performed a deep equity valuation and credit analysis as a generalist through efficiently synthesizing disparate data, poring over filings and reports, interviewing industry players, detailed financial modeling, and examining trading dynamics.
  • Negotiated bespoke investment opportunities with investment bankers such as structuring a synthetic convertible bond.
  • Spearheaded all trading for the US strategy, gaining a deep understanding of various hedging/capital structure arbitrage techniques and the relationships/dependencies between an issuer’s common stock, preferred stock, straights and derivatives.
  • Created security screening and portfolio management tools to help assess current portfolio and opportunities.
  • Produced consistently sound research recommendations while generating profitable ideas and avoiding mistakes.
  • Worked on the portfolio analysis and risk reporting group.
Focus areas: Deal Structuring, Private Equity Valuation, Equity Valuation, Equity Investment, Convertible Equity, Convertible Notes, Convertible Debt

Business Analyst, Management Consulting Group

2010 - 2012
Accenture
  • Built the business case for a low-cost sourcing model and digital asset management (DAM) for the marketing department of a large pharmaceutical client with potential savings of $20 million to $30 million over four years.
  • Helped a large healthcare provider save $8 million annually on marketing and communications spend by consolidating vendors, implementing DAM, enabling print-on-demand, and establishing a customer-centered model.
  • Supported a large communications client to successfully roll out a transformational office space policy, impacting 70,000+ employees by developing and delivering weekly training sessions to key stakeholders.
Focus areas: Finance, System Implementation, Business Process Outsourcing (BPO), Business Strategy, Strategy, Management Consulting
2006 - 2009

Bachelor of Science Degree in Business Administration

UC Berkeley, Haas School of Business - Berkeley, CA, USA

SEPTEMBER 2017 - PRESENT

CFA | Chartered Financial Analyst

CFA Institute

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